Lincoln National Corp’s State Street SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History

Lincoln National Corp’s Portfolio SHM Stock Details SHM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-15,722	Closed	-$744K	–	928
2022 Q1	$744K	Sell	15,722 -6,393	-29%	-$308K	0.02%	417
2021 Q4	$1.09M	Sell	22,115 -48,877	-69%	-$2.41M	0.02%	331
2021 Q3	$3.51M	Sell	70,992 -12,608	-15%	-$625K	0.08%	138
2021 Q2	$4.14M	Sell	83,600 -12,466	-13%	-$618K	0.09%	121
2021 Q1	$4.76M	Sell	96,066 -54,048	-36%	-$2.68M	0.12%	95
2020 Q4	$7.47M	Buy	150,114 +92,943	+163%	+$4.63M	0.2%	67
2020 Q3	$2.85M	Sell	57,171 -16,104	-22%	-$804K	0.08%	130
2020 Q2	$3.65M	Buy	73,275 +27,615	+60%	+$1.36M	0.12%	97
2020 Q1	$2.23M	Sell	45,660 -84	-0.2%	-$4.11K	0.08%	121
2019 Q4	$2.25M	Buy	45,744 +6,049	+15%	+$297K	0.07%	143
2019 Q3	$1.95M	Buy	39,695 +15	+0%	+$736	0.07%	129
2019 Q2	$1.94M	Buy	39,680 +1,442	+4%	+$70.1K	0.08%	126
2019 Q1	$1.85M	Sell	38,238 -22,873	-37%	-$1.1M	0.08%	116
2018 Q4	$2.94M	Buy	61,111 +5,680	+10%	+$271K	0.13%	74
2018 Q3	$2.64M	Buy	55,431 +8,103	+17%	+$388K	0.09%	79
2018 Q2	$2.27M	Buy	47,328 +5,452	+13%	+$260K	0.08%	88
2018 Q1	$2M	Buy	41,876 +33,704	+412%	+$1.62M	0.07%	98
2017 Q4	$392K	Buy	+8,172	New	+$395K	0.01%	419

Other funds holding SHM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Lincoln National Corp's SHM Position: Q2 2022 in Review

Lincoln National Corp sold out of State Street SPDR Nuveen ICE Short Term Municipal Bond ETF (SHM) in Q2 2022, closing a stake of 15,722 shares — an estimated $744K sold.

Lincoln National Corp first reported a position in SHM in Q4 2017 and held it in 18 quarters. The position peaked at $7.47M in Q4 2020. 470 funds tracked by Wall St. Rank hold SHM as of Q2 2022.

Lincoln National Corp reported no remaining State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position as of Q2 2022 after selling out during the quarter.
Lincoln National Corp sold 15,722 State Street SPDR Nuveen ICE Short Term Municipal Bond ETF shares in Q2 2022, an estimated $744K.
Lincoln National Corp first reported a position in State Street SPDR Nuveen ICE Short Term Municipal Bond ETF in Q4 2017 and held it in 18 quarters.
Lincoln National Corp's State Street SPDR Nuveen ICE Short Term Municipal Bond ETF position peaked at $7.47M in Q4 2020.
470 funds tracked by Wall St. Rank held State Street SPDR Nuveen ICE Short Term Municipal Bond ETF as of Q2 2022.

Based on Lincoln National Corp's 13F filing for Q2 2022, filed 2 Aug 2022.